Frequently Asked Questions
How do I invite a team member or client?
Go to Admin Panel → Users → Invite User. Enter their email and select a role. They’ll receive a magic link to sign in — no password required.
What is the conviction score and how is it calculated?
The conviction score is a 0–100 weighted score combining seven independent signals: analyst consensus, price momentum, price target upside, RSI position, 52-week range, insider activity, and earnings surprise history. All plans can adjust the weight of each signal in Admin Panel → Conviction Model.
How do I control which features my team or clients can see?
Admin Panel → Features tab. You can set a persona bundle for the whole tenant, toggle individual features on or off at the tenant level, and apply per-company or per-group overrides. Higher layers always take priority: group > company > tenant > subscription tier.
Can I white-label Prism with my firm’s branding?
Yes. Go to Admin Panel → Branding to set your firm name, logo URL, and primary color. The Firm plan includes custom subdomain support (yourfirm.prism.shorect.com).
How do I manage my subscription or update billing?
Go to Account Settings → Billing → Manage Billing. This opens the Stripe Customer Portal where you can update your payment method, download invoices, or change your plan.
What AI models power the conviction narratives and morning brief?
Prism uses Frontier AI Models available in Azure AI Foundry. All AI inference runs within Shore Cloud Tech’s managed Azure environment — no data is sent to third-party AI vendors. Every call is tenant-scoped and logged.
Is Prism investment advice?
No. Prism is a research and screening tool for investment professionals. All outputs — conviction scores, AI narratives, screening indicators — are for informational purposes only and do not constitute investment advice or a recommendation to buy or sell any security.
How do I export data or generate a research brief?
Open any stock in the detail view and click the PDF Brief button to generate a branded research brief. Admin Panel → Overview also includes JSON, CSV, and HTML export options for login activity and usage data.
Where is my data stored?
All data is stored on Microsoft Azure in the United States (Central US region). Each tenant’s data is isolated at the database level using PostgreSQL Row-Level Security — no tenant can access another tenant’s data.
How do I cancel my subscription?
Go to Account Settings → Billing → Manage Billing and select Cancel Plan in the Stripe Customer Portal. Cancellation takes effect at the end of your current billing period. If you are in your free trial, cancel before day 16 to avoid being charged.
Still need help?
Email us at support@shorect.com. We typically respond within one business day.